Salesforce for Professional Services
We understand your needs and expectations
Fast-growth professional service companies are making technological pivots to stay closer to their customers. There is a strong need for accurate and timely customer data. But what happens when there are too many data points? We have an answer.
Why Salesforce is the perfect solution for Professional Services
Professional Services Automation
Provides your business with complete project visibility. From the sales pipeline to project planning, resource management, timesheet tracking, and billing, you can have a full view of the entire business from a single platform.
Planning, resourcing, and executing a consulting project often involves multiple systems and a lot of crossed wires. By performing these tasks on one platform, you gain unprecedented visibility of the current picture in real-time. Resource utilization, sales vs. billable, and reporting on project progress can be done at the click of a button.
Dynamically scheduling and dispatching your field technicians based on their skills, location, and availability can be made easy with Field Service Lightning. Track inventory and service vehicles in real-time and collect service reports on a mobile device or tablet.
DemandBlue has enabled professional
service companies to
Merge two Salesforce instances seamlessly
Reduce data entry time
Minimize report creation time
DemandBlue Can Enable Professional Service Organizations To
Track customer data
The most important asset of any professional services organization are its customers. It is essential to track customer data and maintain an updated, accurate database. We can help you migrate to Salesforce Sales Cloud, import your existing data and customize your Salesforce instance.
View detailed reports
Data that reveals only a part of the story is pointless. With DemandBlue you can view granular, clearly segmented reports. We ensure your data is tailored to provide deep insights when you need it. Say goodbye to data deluge.
Handle quotes with ease
Professional services firms have varied pricing structures. Pricing varies based on service offerings. Enable your sales reps to provide the most accurate quotes to every single customer. With the power of Salesforce for Professional Service and our CPQ customization services learn how easy it is to win over customers through custom quotes and on-brand proposals.